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Stifel Sees Marvell (MRVL) Well Positioned Across the AI Data-Center Stack
Yahoo Finance· 2025-12-12 15:07
Core Insights - Marvell Technology, Inc. (NASDAQ:MRVL) is recognized as a significant player in the AI sector, with analysts closely monitoring its performance [1] - Stifel has reaffirmed a Buy rating for Marvell, setting a price target of $114.00, indicating a positive outlook based on the company's data-center interconnect capabilities [1] Company Overview - Marvell specializes in the development and production of semiconductors, with a strong focus on data centers [3] - The company offers a comprehensive connectivity stack that spans all layers of data-center interconnect technology, making it a unique vendor in the market [1][2] Product Portfolio - Marvell's product offerings include VSR electrical links for chip-to-chip communication, scale-up technologies like AECs and custom fabrics, and optical PAM4 DSP platforms for high-speed connections [2] - The company also provides coherent-lite solutions for linking buildings within AI campuses and DCI coherent/ZR pluggables for multi-site connectivity [2]